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Find Retirement Planners for Retirement Planning in Georgia

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Georgia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Georgia

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Jim Lepp

Trinity Financial Planning

1530 Habersham Place

Cumming, GA 30041

404-434-2904

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Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

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David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

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Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-691-8500

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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

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Ed Sturdivant

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500

Duluth, GA 30097

770-810-2575

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Ed Sturdivant

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

770-810-2575

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W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

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Momentum Wealth Management

Momentum Wealth Management

1201 Front Ave
Suite N

Columbus, GA 31901

706-842-2400

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John Puckett

Lifetime Asset Management

3457 Lawrenceville-Suwanee Rd, Suite B

Suwanee, GA 30024

678-541-0866

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Personal Capital

Personal Capital

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

List of Additional Retirement Planners in Georgia*

* Additional advisor listing is provided in partnership with Yext

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Andrew Kronitz - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3647

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Allstate Personal Financial Representative: Rodney Dunn

1899 Cleveland Hwy

Dalton, GA 30721
423-645-6167

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Angela M De Lion - Ameriprise Financial Services, LLC

1275 Shiloh Rd NW
Ste 2320 & 2321

Kennesaw, GA 30144
678-306-4008

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A.J. Mahmood - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6212

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David Duff - Ameriprise Financial Services, LLC

601 N Belair Sq
Ste 29

Evans, GA 30809
706-836-0918

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Atlanta GA, Private Wealth Management - UBS Financial Services Inc.

Terminus 100
3280 Peachtree Road NE

Atlanta, GA 30305
404-479-6001

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Trillium Partners - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3301

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Allegiance Retirement Solutions

1790 Atkinson Road
Suite C

Lawrenceville, GA 30043
404-815-9470

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Atlanta Retirement Partners

200 Ashford Center North
Suite 400

Atlanta, GA 30338
404-814-0141

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The Battle Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

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BLW Financial Services

4501 New Jesup Highway
Suite 104

Brunswick, GA 31520
912-571-4612

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Apex Insurance Advisors

3796 Tamiami Trail

Cumming, GA 30041
770-888-3151

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Tim Owens

325 Fifth St.

Macon, GA 31201
478-738-6080

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Sanabria Credit Repair

404-707-5949

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Ann E Pasky - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6894

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Browne, Draper, & Land Financial Concepts

118 West King Street

Dalton, GA 30720
706-226-0144

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Jamie Doss - Ameriprise Financial Services, LLC

1 S Broad St SW

Rome, GA 30161
706-295-4008

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Xception Advisory Group

2200 Century Parkway NE
Suite 750

Atlanta, GA 30345
404-524-7900

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Broadland Wealth Management - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6446

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Apex Financial Services

2295 Parklake Drive
Suite 456

Atlanta, GA 30345
770-934-8686

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Active Financial Group

600 Kennesaw Avenue
Suite 100

Marietta, GA 30060
678-574-0080

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Balance Wealth

125 TownPark Drive
Suite 300

Kennesaw, GA 30144
404-441-9387

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Acumen Investment Strategies, LLC

1800 Phoenix Blvd. Bldg 400
Suite 400-14

Atlanta, GA 30349
404-487-0046

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Edward Jones - Financial Advisor: Graham B Bailey, AAMS"

113 Towne Lake Pkwy
Ste 130

Woodstock, GA 30188
678-445-9525

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Johnny Elder - Morgan Stanley

945 Broadway

Columbus, GA 31901
706-596-5197

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Mark C Callaway - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-264-4288

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Brock Zielmanski Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

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Family Wealth Management Group

81 Crown Mountain Place
A-500

Dahlonega, GA 30533
706-864-8631

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John R Powell - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7630

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First Command Financial Advisor - Sean Dye

110 MLK Jr. Dr
2B

Hinesville, GA 31313
912-459-1100

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Coastal Mortgage Solutions

1607 Frederica Road
suite 102

St Simons Island, GA 31522
912-268-4064

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Goosehead Insurance - Christie Long

1201 Brampton Avenue

Statesboro, GA 30458
912-764-6195

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Goosehead Insurance - Barry Gravitt

785 King George Boulevard
Unit 107

Savannah, GA 31419
912-398-5434

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Allstate Personal Financial Representative: Amanda Corbin

3041 Martha Berry Hwy NW

Rome, GA 30165
706-844-7888

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Gregory Haik, Mortgage Loan Originator

3405 Dallas Hwy
#720

Marietta, GA 30064
470-531-2041

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Element Wealth Advisors - Ameriprise Financial Services, LLC

800 Mount Vernon Hwy
Ste 350

Atlanta, GA 30328
678-871-2222

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Jake House, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-481-4674

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Edward Jones - Financial Advisor: Timothy Beers, ChFC®|AAMS"

24 East Montgomery Crossroads

Savannah, GA 31406
912-925-6608

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Edward Jones - Financial Advisor: John F Pulicare

1741 Newnan Crossing Blvd East
Suite D

Newnan, GA 30265
770-252-3742

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Edward Jones - Financial Advisor: Sonny Daniels

1115 Woodstock Rd
Ste 200

Roswell, GA 30075
770-518-1539

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Clements Financial Services

4243 Dunwoody Club Drive
Suite 101

Atlanta, GA 30350
770-396-6556

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The Axis Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-2570

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The McDaniel - Rothfarb - Cherniak Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7605

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Stephen H Hooten - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4614

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4P Wealth Trust

6600 Peachtree Dunwoody Road
Embassy Row 600 Suite 575

Atlanta, GA 30328
470-474-4798

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Richard Saunders - Ameriprise Financial Services, LLC

3475 Lenox Rd NE
Ste 600

Atlanta, GA 30326
404-995-8670

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Atlanta Payroll Services, Inc

260 Peachtree Street Northeast
Suite 2200

Atlanta, GA 30303
678-951-0689

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Mike Butler - Ameriprise Financial Services, LLC

75 Jackson St
Ste 403 Bldg 400

Newnan, GA 30263
770-683-8740

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Will Lobb - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6028

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George David Fritts - Ameriprise Financial Services, LLC

6000 Lake Forrest Dr
Ste 107

Atlanta, GA 30328
770-609-6322

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DTLR

1000 Southlake Mall
Space 2437

Morrow, GA 30260
678-422-9303

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Allstate Personal Financial Representative: Christopher Barton

1651 Thompson Bridge Rd

Gainesville, GA 30501
770-823-2527

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Broadus E Willingham - Morgan Stanley

5444 Riverside Dr
2nd Fl

Macon, GA 31210
478-471-2288

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James M Butler - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2281

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Lee Haverstock - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2272

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Oconee State Financial Services

706-769-3629

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Anthony Shin - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
678-941-9751

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Ronald Mc Kelvy - Ameriprise Financial Services, LLC

1573 N Three Notch Rd

Ringgold, GA 30736
706-965-7790

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Brooks Woodruff - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3291

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Roberts Wealth Management

125 Townpark Drive
Suite 300

Kennesaw, GA 30144
770-872-7466

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Dallas Washburn - Ameriprise Financial Services, LLC

422 E State St
Apt A

Savannah, GA 31401
912-341-0810

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Jeff Richardson - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2975

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The Provident Group - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3031

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Aleece Ackerman

770-418-0300

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Manish Patel - Ameriprise Financial Services, LLC

292 S Main St
Ste 300

Alpharetta, GA 30009
678-202-0490

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Fred Weingart - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2123

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Scott Allen - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-643-7655

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James Ralph Compton - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3202

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The Stribling Group - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2275

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Alan Parker - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2898

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Bleakley Financial

3715 Northside Parkway
Building 100

Atlanta, GA 30327
404-891-9240

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Sendhavkumar Nagar

770-242-7163

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Edward Jones - Financial Advisor: Archie Bowling, AAMS"

81 Crown Mountain Place
500

Dahlonega, GA 30533
706-864-8317

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AXA Advisors, Howard M. Burke

5955 Parkway North Blvd
Suite D

Cumming, GA 30040
678-455-4848

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Capital Concepts USA

404-869-8559

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Kim McDougall - Ameriprise Financial Services, LLC

5 Concourse Pkwy
Ste 3033

Atlanta, GA 30328
404-459-2392

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Edward Jones - Financial Advisor: Bernard Lapierre

140 Vann St
Suite 300

Marietta, GA 30060
770-423-9298

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UBS Institutional Consulting - Atlanta - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3050

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Tamekia Fallin

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

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David Rodney Thielen - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3551

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Michael G Sasser - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7693

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Taylor Bergen, Mortgage Loan Originator

900 Circle 75 Parkway
Suite 750

Atlanta, GA 30339
470-289-6634

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Tammy Burge, Mortgage Loan Originator

175 Country Club Drive
Suite 400 A

Stockbridge, GA 30281
470-344-1484

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John Knuth - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5734

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Sandra Wynn

180 Roswell St
Front Building

Alpharetta, GA 30009
678-495-4061

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Jim Pember - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4643

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Melanie Ann Walton - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2965

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Walton Centennial

900 Walton Way

Roswell, GA 30076
770-648-0198

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Allstate Personal Financial Representative: William Hodge

4015 Washington Rd
Ste J

Martinez, GA 30907
706-831-7902

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Dunning Silliman - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3289

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First Command Financial Advisor - Will Kepley

233 12th St
Suite 204

Columbus, GA 31901
706-323-9980

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Allstate Personal Financial Representative: Dean Vernoia

1675 Cumbrlnd Pkwy SE
Ste 206

Smyrna, GA 30080
678-488-0175

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Capital Choice: Virgil Hooper

320 W. Lanier Ave
Suite 200

Fayetteville, GA 30214
678-521-1809

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Constance L Woods - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3876

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Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2100

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Elizabeth H Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

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Linea Private Wealth Management

4401 Northside Parkway
Suite 900

Atlanta, GA 30327
800-357-1922

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Jos Chalmers - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-837-3617

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Joel Ginaldi

325 Fifth St.

Macon, GA 31201
478-738-6075

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One Source Advisory Services LLC

260 Peachtree Street
Suite 2200

Atlanta, GA 30303
404-230-8451

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Bob Twardos - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7679

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Allstate Personal Financial Representative: Gregory Robinson

7160 Moon Rd
Ste F

Columbus, GA 31909
706-464-7800

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James W Shelden Jr. - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2247

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Loring A Brown - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3862

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JK Edwards & Company

1883 McDonough Road
Suite 200A

Hampton, GA 30228
770-472-2005

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Justin D. Streeter, CPA, CFP, APMA - Ameriprise Financial

6000 Lake Forrest Dr NW
107

Atlanta, GA 30328
678-831-4532

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Katy Hartnett - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
803-642-7047

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Prabhdeep Francis

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

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Heather Winner - Ameriprise Financial Services, LLC

601 N Belair Sq
Ste 29

Evans, GA 30809
706-312-2000

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Shuning Li

470-375-7759

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Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2960

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Robert Boisvert - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3193

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Joe Kurelic - Ameriprise Financial Services, LLC

5855 Sandy Springs Cir NE
Ste 100

Sandy Springs, GA 30328
770-641-0980

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Allstate Personal Financial Representative: Kenneth Yingling

400 Galleria Pkwy SE
Ste 1160

Atlanta, GA 30339
678-993-3640

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Elizabeth Porter - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6496

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Ian Weinstein - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

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Century Wealth Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3254

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S Neal Rhoney - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-564-4266

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Proactive Wealth Strategies

533 Johnson Ferry Rd.
Bldg. C Ste 100

Marietta, GA 30068
770-635-4102

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Eastman Financial, LLC

4732 Olde Village Lane

Dunwoody, GA 30338
678-731-9869

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National Financial Group

400 Galleria Parkway
Ste 1500

Atlanta, GA 30339
678-990-5058

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Senior Financial Planning, LLC

2551 Roswell Rd NE
Suite 209

Marietta, GA 30062
770-973-5220

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Herb Lively Insurance

208 College Blvd

Statesboro, GA 30458
912-489-4634

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Newby-Stahl Advisory Group

411 East 2nd Street

Rome, GA 30161
706-584-7271

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Cindy Skaggs, CFP

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6483

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Strive Financial Solutions

6400 Powers Ferry Rd NW
Ste 105

Atlanta, GA 30339
678-541-2800

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Mangham-Scott Wealth Management

3715 Northside Parkway
Building 200, Suite 490

Atlanta, GA 30327
404-816-1153

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Elliott & Associates Wealth Advisors, Inc.

1225 Johnson Ferry Road
Suite 600

Marietta, GA 30068
770-451-2446

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Fujiyama Wealth Management

7000 Central Parkway NE
Suite 260

Atlanta, GA 30328
678-736-5194

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Stevens Financial Group

2200 Northside Crossing

Macon, GA 31210
478-550-3460

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Wealth Management Outfitters

315 Allen Street

Cumming, GA 30040
770-887-6710

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Hillcrest Financial Services

100 Bowen Rd. NE

White, GA 30184
770-977-3538

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Commonwealth of Atlanta LLC

5909 Peachtree Dunwoody Road
Building D, Suite 990

Sandy Springs, GA 30328
678-842-3100

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Scott Cortner - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9400

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Bert Madden - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3566

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Stark Financial Strategies

305 Cooper Road
Suite 200

Loganville, GA 30052
770-554-9660

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Edwin Mayer - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
404-460-1748

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Tracy Aufleger - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
678-456-6210

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Jack S Levine - Morgan Stanley

7402 Hodgson Memorial Dr
Ste 200

Savannah, GA 31406
912-692-4649

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Heather J Seigler - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8141

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Quinn Rolfes

325 Fifth St.

Macon, GA 31201
478-738-6076

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Stan Lowenstein - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
404-460-1754

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David Forston - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1719

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Scott Schoenberg - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7635

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Andrew Perlman - Morgan Stanley

2160 Satellite Blvd
Ste 150

Duluth, GA 30097
678-542-2973

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Alpharetta, GA Branch Office - UBS Financial Services Inc.

12600 Deerfield Parkway, #400

Alpharetta, GA 30004
678-518-3600

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John Riedl - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7607

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Katrina Doris

275 Scientific Drive
Suite 2800

Norcross, GA 30092
770-242-7163

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The Rudolph-Berg Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5989

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Thomas H. Steele - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3820

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Levine & Associates - Ameriprise Financial Services, LLC

3725 Lawrenceville-Suwanee Rd
Ste A-7

Suwanee, GA 30024
770-904-2082

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Richard Paul Grodzicki - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700 Atlanta

Atlanta, GA 30326
404-848-2601

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Sid Ganju - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3885

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Matthew P Newall - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7639

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Burt Banks - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2462

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Jonathan Dickson - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3891

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Frank Jones - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2276

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E. Nathan (Nate) Gibbs - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3052

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Joseph Carroll - Ameriprise Financial Services, LLC

6285 Barfield Rd
Ste 250

Atlanta, GA 30328
770-352-9650

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Allstate Personal Financial Representative: Matthew Greene

1810 P Tree Ind Blvd
Ste 150

Duluth, GA 30097
678-316-4687

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The Carvalho/Yates Group - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4100

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DeHaan Wealth Management

230 Creekstone Ridge

Woodstock, GA 30188
770-432-1592

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Planters First Bank- Pineview Drive In

106 North Pine Street

Pineview, GA 31071
229-624-2475

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Greg Hepner - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

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Stifel | Rus Harden, CFA

33 Bull Street
Suite 200

Savannah, GA 31401
912-234-5400

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Courtney S. Evans - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3679

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Chris Dodd - Morgan Stanley

3280 Peachtree Road NE
Ste 2000

Atlanta, GA 30305
404-949-4106

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Ashworth Sullivan Wealth Advisors

30000 Mill Creek Ave # 340

Alpharetta, GA 30022
770-771-5812

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Audrey Croft - Ameriprise Financial Services, LLC

515 E Crossville Rd
Ste 130 Bldg 100

Roswell, GA 30075
770-518-8146

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Timewise Financial

3380 Trickum Rd
Building 1200-200

Woodstock, GA 30188
770-420-2954

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My Eyelab

166 Crossroads Blvd
#110

Dawsonville, GA 30534
706-200-4152

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Edward Jones - Financial Advisor: Patrick J Michel, CFP®

116 West Taylor St

Griffin, GA 30223
770-228-3210

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Jay Geaslen - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1753

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Signature Processing, Inc

800-948-0525

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The DeLaHunt Group - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7692

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Steven Crowley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6799

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Charles Weber - Ameriprise Financial Services, Inc.

1501 Johnson Ferry Rd
Ste 125

Marietta, GA 30062
678-285-1202

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J Hudson Garrett - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5193

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Jamila Hoyett - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1718

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Edward Jones

401 South Lee Street

Americus, GA 31709
229-931-9301

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Brown-Rose Wealth Management - Morgan Stanley

475 Sea Island Road

St. Simons Island, GA 31522
844-224-0582

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The Beacon Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2365

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Shelly Smith - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7634

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Edmond M Smith III - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8143

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Steven Moore - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3650

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Randall J Snipes - Morgan Stanley

1 10th St
Suite 600

Augusta, GA 30901
706-823-8113

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Leslie Michelle Hoyer, SWBC Mortgage

178 Bracketts Way
Suite 5

Blairsville, GA 30512
706-835-7286

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Smart Accounting Solutions

1 Huntington Road
Suite 203

Athens, GA 30606
706-227-9191

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Melan Financial

1720 Old Springhouse Lane
Suite 310

Dunwoody, GA 30338
404-314-2103

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Goosehead Insurance - John Stewart

55 Park Square Court
Suite 101

Roswell, GA 30075
678-695-6646

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Garrett Hurst - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

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Walton At Columns Drive

3702 River Heights Xing SE

Marietta, GA 30067
404-665-9682

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Colony Wealth Management

133 Ocilla Hwy.

Fitzgerald, GA 31750
229-423-2270

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Tomas A Blanno and Company, LLC

8525 Edwardton Dr

Roswell, GA 30076
770-353-6315

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Mullen Financial Planning

1640 Powers Ferry Road Building 2
Suite 200A

Marietta, GA 30067
770-693-2460

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Richard Garber - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6347

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Allstate Personal Financial Representative: Raul Lopez

200 Galleria Pkwy SE
Ste 260

Atlanta, GA 30339
818-517-6625

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Christopher Aufleger - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
678-456-6210

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Victor Ferrugia - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3549

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Jordan Eison - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3867

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Gary Neigeborn - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1767

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The Zero Mile Post Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-705-6500

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Scott Sapp

325 Fifth St.

Macon, GA 31201
478-738-6070

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Capital Investment Companies- James Mothorpe

205 Kentwood Drive

Peachtree City, GA 30269
770-486-3807

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New Corporate Xpress

3379 Peachtree Rd NE
Ste 555

Atlanta, GA 30326
844-480-3863

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Yeomans Consulting Group Inc.

61 Atlanta Street Southeast

Marietta, GA 30060
770-427-5227

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Integrated Wealth Strategies

200 Ashford Center North
Suite 400

Atlanta, GA 30338
770-353-6303

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David Crawford - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2156

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Secure Retirement Solutions, LLC

5280 Mirror Lake Dr

Cumming, GA 30028
404-348-6489

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Destiny Financial Group

3330 Cumberland Boulevard
Suite 400

Atlanta, GA 30339
770-941-5757

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Robson Planning Group

3405 Dallas Highway
Suite 820

Marietta, GA 30064
678-391-6987

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Ginger R. Jackson Queener - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

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Leslie Anthony Netter - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3335

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Buckhead Consulting Group - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-848-8526

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The Dodd Consulting Team - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3200

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Tanner Investment Group

119 North Patterson Street

Valdosta, GA 31601
229-232-8211

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Eric L. Garbade - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2105

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Story Wealth Management Group

210 East Ward Street

Douglas, GA 31533
912-384-0030

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WealthFolio Retirement Planning

11340 Lakefield Drive
Suite 200

Johns Creek, GA 30097
678-923-9732

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Rosenberg Financial Group, Inc.

2517 Moody Road
Suite 100

Warner Robins, GA 31088
478-922-8100

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H.L. Dingle & Company, Inc.

10 Glenlake Parkway
Suite 130

Atlanta, GA 30328
404-273-0900

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Windward Wealth Management Group - UBS Financial Services Inc.

12600 Deerfield Parkway
Deerfield Commons

Alpharetta, GA 30004
678-518-3630

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Geoffrey Gill - UBS Financial Services Inc.

3455 Peachtree Road NE
Suite 1700

Atlanta, GA 30326
404-760-3254

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Wealth Integrity Financial, LLC

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097
770-495-3463

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Seth Deitchman - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7619

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Frederica Wealth Advisory

5500 Frederica Road
Suite 2108

Saint Simons Island, GA 31522
912-268-2230

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Tim Jeffrey - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3275

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Shannon Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

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Chris Stewart - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7643

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Scott Watkins - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6444

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Southern Insurance Associates of Dunwoody

2394 Mount Vernon Road
Suite 150

Dunwoody, GA 30338
770-392-1818

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David David Crawford - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

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Full Cup Financial

2900 Paces Ferry Road
Building B

Atlanta, GA 30339
770-433-3030

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Deborah A Grote - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2316

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Allen Shpigel - Ameriprise Financial Services, LLC

5881 Glenridge Dr
Ste 250

Atlanta, GA 30328
404-913-9133

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Professional Associates Wealth Coaching

3535 Roswell Road
Building 30

Marietta, GA 30062
770-578-0257

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Keystone Financial Services

100 Glendalough Court
Suite B1

Tyrone, GA 30290
866-678-3770

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Hill & Hill Financial, LLC

402 Creekstone Ridge

Woodstock, GA 30188
770-672-0402

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Lakeview Capital Partners

1201 Peachtree Street Northeast
Suite 1850

Atlanta, GA 30361
404-841-2224

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Charles Pinigis - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5731

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MacKelfresh & Associates - Ameriprise Financial Services, LLC

5855 Sandy Springs Cir NE
Ste 100

Sandy Springs, GA 30328
404-459-9161

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Richard D Yow - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-933-3056

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Jessica Hensley - Ameriprise Financial Services, LLC

1202 Bombay Ln

Roswell, GA 30076
770-642-8504

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Foundational Wealth Advisory

6501 Peake Road
Building 300

Macon, GA 31210
478-336-5330

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John Atlas - Morgan Stanley

500 Westpark Dr.
Suite 100

Peachtree City, GA 30269
678-734-9370

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Harbor View Wealth Management - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3040

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Ronell Carmichael - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2129

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Philanthropy Financial

1200 Ashwood Parkway
Suite 140

Atlanta, GA 30338
678-525-5312

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Glass Financial Group

241 West Wieuca Road Northeast
Suite 100

Atlanta, GA 30342
404-255-5043

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Matthew London - Ameriprise Financial Services, LLC

125 Plantation Ctr Dr S
Building 300 Suite A

Macon, GA 31210
478-471-6764

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The Glenridge Group - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3865

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Will Rogers - Ameriprise Financial Services, LLC

601 N Belair Sq
Ste 29

Evans, GA 30809
706-312-2000

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Priscilla Pauley - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5942

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MD Financial Independence Group, LLC

335 Parkway 575
Suite 210

Woodstock, GA 30188
404-981-2949

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Wealth Enhancement & Preservation

5755 North Point Parkway
Suite 232

Alpharetta, GA 30022
678-739-0175

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Spooner Financial Group, LLC

665 South Crosslane Road

Monroe, GA 30656
678-386-9856

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Senior Income & Retirement Solutions

4325 Washington Rd

Evans, GA 30809
706-294-4270

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Derbend Asset Management

525 Clubhouse Dr.
#100

Peachtree City, GA 30269
770-631-4007

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Ferguson Shapiro LLC

One West Court Square
Suite 750

Decatur, GA 30030
404-567-6998

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The Amos - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-842-2386

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Quay Financial Group, Inc.

1005 Weatherstone Parkway
Suite 210

Woodstock, GA 30188
770-924-5440

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Darlenes Virtual Services

770-714-0392

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Karen Tekulsky - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3513

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Edward Jones - Financial Advisor: Greg Settineri

598 South Milledge Ave
Suite 2

Athens, GA 30605
706-549-2950

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The Pasky Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6300

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Financial Innovations

6111 Peachtree Dunwoody Rd
F 101

Atlanta, GA 30328
404-458-0065

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Steven Domenico - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7680

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Thomas Edward Gibbons - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2267

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Kinship Wealth Partners

1050 Crown Pointe Parkway
Suite 1700

Atlanta, GA 30338
770-512-5192

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Georgia Retirement Council

315 Resource Parkway

Winder, GA 30680
770-868-5500

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Hayes Wealth Advisors

4965 Leisure Valley

Dunwoody, GA 30338
404-954-1133

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Sweat & Associates, LLC

8659 South Marcus Street

Wrightsville, GA 31096
478-864-1040

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Financial Architects of the Low Country

340 Eisenhower Drive
Suite 1313

Savannah, GA 31406
912-658-5497

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Freedom Wealth Partners

1690 Stone Village Lane NW
Suite 221

Kennesaw, GA 30152
678-831-3561

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Dasher & Padgett Financial Advisors, Inc.

2551 Lafayette Plaza Drive

Albany, GA 31707
229-883-3500

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Michael Silver - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-677-1318

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Travis Echols, Echols Financial Services

1205 Peachtree Parkway
Suite 1104

Cumming, GA 30041
770-889-8887

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Burke B. Murph II

2410 Bemiss Road
Ste A

Valdosta, GA 31602
229-242-4153

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Phillips Wealth Management

777 Gloucester St
Suite 301

Brunswick, GA 31520
912-342-7373

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Robert S. Prater, Jr. - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3160

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Peter Levy - Ameriprise Financial Services, LLC

345 Creekstone Rdg

Woodstock, GA 30188
770-591-7700

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Spencer Dean

3300 Cumberland Blvd SE

Atlanta, GA 30339
770-367-3472

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Wright B Waddell - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5183

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Leslie Cook - Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE
Ste 130

Atlanta, GA 30345
770-496-8965

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Allstate Personal Financial Representative: Douglas Perkins

462 Old Prison Camp Rd

MC Rae, GA 31055
866-424-7160

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Glenn Ware

410 West 10th St.

West Point, GA 31833
706-645-6249

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Morgan Stanley Financial Advisors

945 Broadway

Columbus, GA 31902
706-324-5471

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David Mills - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6500

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Kelvin Pettaway - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1732

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Cumberland Financial Group

445 Manget Street
Suite 200

Marietta, GA 30060
678-581-3292

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First Command Financial Advisor - James Morris

1015 Tyrone Rd
Suite 320

Tyrone, GA 30290
678-364-9920

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Bradley Cull - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-5925

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James A Thomas - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8115

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J.C. Mauldin - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7625

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Jeremy E Wilson - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8116

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The Varriano Lajevardi Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3637

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The Sitka Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3297

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Richard Battle - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3671

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Christian Cherniak - Morgan Stanley

2400 Lakeview Pkwy
Suite 300

Alpharetta, GA 30009
770-643-7615

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Michael Altman - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

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Michael Perez - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-464-7150

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Dao Diem Phan

145 Nobel Ct
Suite 200

Alpharetta, GA 30005
770-674-4005

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Main Street Financial Group

12640 Crabapple Road
Suite 200

Milton, GA 30004
678-398-4528

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Linscomb & Williams

2727 Paces Ferry Road Southeast Building Two
Suite 1475

Atlanta, GA 30339
770-333-0113

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W. Field Gudenrath - Morgan Stanley

5444 Riverside Dr, 2nd
Fl

Macon, GA 31210
478-471-2283

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Endurance Planning Group - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

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Navdeep Mann

770-242-7163

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Alexander Zimmerman - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-481-1741

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Frank H Doherty - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
404-266-6523

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Derek P Scrivner - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-596-5831

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Peter Ritten, CFP, CMT - UBS Financial Services Inc.

1200 Abernathy Road
600 Northpark Town Center

Atlanta, GA 30328
678-441-1087

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The Palisades

5909 Peachtree Dunwoody Road Bdg D
Ste 1100

Atlanta, GA 30328
770-730-2000

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Lewis Martin III - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3270

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Consilium Financial Group

1025 Old Roswell Road
Suite 104

Roswell, GA 30076
678-647-8040

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Barry Gorowitz - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2296

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Kenneth Zielmanski - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2106

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The David Group - Morgan Stanley

945 Broadway

Columbus, GA 31902
706-324-5471

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Chad Boles - UBS Financial Services Inc.

3560 Lenox Rd, N.E.
Suite 2800

Atlanta, GA 30326
404-848-8523

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Dennis Hendrix - Ameriprise Financial Services, LLC

945 Broadway
Ste 100

Columbus, GA 31901
706-320-2551

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Sherry L Murphy - Ameriprise Financial Services, LLC

350 Town Center Ave
Ste 300

Suwanee, GA 30024
678-714-2036

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The Indigo Group - Morgan Stanley

3280 Peachtree Rd NE
Suite 1900

Atlanta, GA 30305
800-421-2741

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Jason Sturzoiu | Financial Compass

1952 Riverton Drive

Suwanee, GA 30024
404-626-3322

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Godfrey Newton - UBS Financial Services Inc.

3560 Lenox Rd NE
28th Floor

Atlanta, GA 30326
404-760-3206

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John Anderson - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
404-460-1763

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Jonathan M Linder - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3857

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Regimen Wealth - Ameriprise Financial Services, LLC

300 Galleria Pkwy SE
Ste 1020

Atlanta, GA 30339
770-612-0200

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Lee Ann Gregg - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5725

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Jamie Hill - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE
Bldg 5-110

Atlanta, GA 30305
770-431-5130

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Ethan Staats - Morgan Stanley

5565 Glenridge Conn
Suite 1900

Atlanta, GA 30342
404-459-3841

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Janet B. Spector, LTCP, CLTC Financial Adviser

4806 Teak Drive

Columbus, GA 31909
770-730-2200

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The Wassaw Group - Morgan Stanley

7402 Hodgson Memorial Drive
Suite 200

Savannah, GA 31406
912-692-4600

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Manka Kaur - Ameriprise Financial Services, LLC

3490 Piedmont Rd NE
Ste 1005

Atlanta, GA 30305
404-995-8671

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Mark D Rosenberg - Morgan Stanley

5 Concourse Pkwy
Ste 2000

Atlanta, GA 30328
770-698-2104

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Andreas Wilder - Ameriprise Financial Services, LLC

2859 Paces Ferry Rd SE
Ste 1160

Atlanta, GA 30339
770-431-5120

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Jennifer Cox - Ameriprise Financial Services, LLC

96 Lakeshore Dr
Ste A

St Marys, GA 31558
912-882-2295

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William Grubbs - Ameriprise Financial Services, LLC

8300 Dunwoody Pl
Ste 120

Atlanta, GA 30350
770-645-2977

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Farnham & Associates - Ameriprise Financial Services, LLC

96 Lakeshore Dr
Ste A

St Marys, GA 31558
912-882-2295

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Mark Tabak - Ameriprise Financial Services, LLC

3325 Paddocks Pkwy
Ste 110

Suwanee, GA 30024
404-786-1969

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Ron Washburn - Ameriprise Financial Services, LLC

422 E State St
Apt A

Savannah, GA 31401
912-341-0810

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Scott King - Ameriprise Financial Services, LLC

1200 Abernathy Rd
Ste 1750

Atlanta, GA 30328
404-460-1734

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Eddie Armstrong - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2880

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Mark Kantor - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-754-9670

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Mike Fulton

2450 Atlanta Highway
Suite 901

Cumming, GA 30040
404-514-9312

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Haskell D Toporek - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8103

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MPS Partners - UBS Financial Services Inc.

3280 Peachtree Road NE
21st floor

Atlanta, GA 30305
404-479-6125

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Financial Network Associates - Ameriprise Financial Services, LLC

11175 Cicero Dr
Ste 450

Alpharetta, GA 30022
770-776-2873

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Thomas P Carney - Ameriprise Financial Services, LLC

2180 Satellite Blvd
Ste 100

Duluth, GA 30097
770-497-5723

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Simone Pacely - Ameriprise Financial Services, LLC

2300 Henderson Mill Rd NE
Ste 130

Atlanta, GA 30345
770-496-8965

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Oluyemisi Guobadia

408-216-0181

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Regie Durana

3805 Crestwood Pkwy
#529

Duluth, GA 30096
470-375-7759

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Wilsons Leather

5900 Sugarloaf Parkway
Spc 535

Lawrenceville, GA 30043
678-847-5170

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Mike Evanoff - Ameriprise Financial Services, LLC

3353 Peachtree Rd NE
Ste 920

Atlanta, GA 30326
404-460-1736

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James L O'Quinn - Morgan Stanley

One 10th St
Suite 600

Augusta, GA 30901
706-823-8101

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Jenniges and Madden Group - Morgan Stanley

3280 Peachtree Rd NE
Ste 1600

Atlanta, GA 30305
404-365-3684

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Jeremy Ragan

600 Bellevue Ave.

Dublin, GA 31021
478-410-5000

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Lewis J Forbes Jr - Ameriprise Financial Services, LLC

1501 Johnson Ferry Rd
Ste 125

Marietta, GA 30062
678-285-1201

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Newton Group - UBS Financial Services Inc.

3560 Lenox Road NE
28th Floor

Atlanta, GA 30326
404-760-3206

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Halberg Financial Associates

404-667-0652

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Mark Delmonte - Ameriprise Financial Services, LLC

825 Juniper St NE

Atlanta, GA 30308
404-591-2463